Plan Snapshot
- Plan Sponsor: Allegiance Health Management, INC.
- Sponsor EIN: 470899588
- Sponsor Address: 3800 VIKING DRIVE, BOSSIER CITY, LA, 71111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $50.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $50.9M | $1.6M | $5.8M |
| 2023 | 4,103 | $41.8M | $1.4M | $5.2M |
| 2022 | 3,801 | $32.5M | $1.1M | $4.3M |
| 2020 | 3,546 | $30.6M | $0 | $0 |
| 2019 | 3,224 | $22.8M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $167,329 | — | $167,329 |
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $92,641 | — | $92,641 |
| MML INVESTORS SERVICES LLC | Investment Advisor | $23,399 | — | $23,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,369
- Estimated Expense Ratio: 0.557% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $283,369 | $116,040 | — | — | — |
| 2023 | $212,289 | $100,463 | — | — | — |
| 2022 | $188,852 | — | $188,852 | — | — |
| 2020 | $2,587,847 | — | $120,061 | — | — |
| 2019 | $1,907,507 | — | $5,478 | — | — |